Inv Perf Analyst II

UMB Bank • Kansas City, MO

1d • Hybrid

About The Position

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Execute on operational activities to deliver service excellence to Private Wealth Management clients Role Specific Job Duties: • Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities • Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations • Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects Function Specific Job Duties: • Serve as a secondary point of contact for internal clients • Responsible for executing on day-to-day transactions for areas of direct responsibility in operations • Ensure internal clients have a positive service experience that always exceeds their expectations • Build and maintain internal relationships to drive continuous improvement of processes • Leverage Private Wealth technologies to process transactions and deliver on responsibilities • Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide • Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions • Ensure adherence to corporate policy, operational policy, and regulatory guidance • Other duties as assigned

Requirements

• Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background
• 5+ years of applicable experience within Financial Services
• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• Understanding of financial services operational best practices and a knack for generating “wow” moments for clients
• Able to balance a client experience mindset when managing and controlling business risks
• Ability to work independently, collaborating with others to accomplish client objectives
• Ability to adapt to changing information and business needs
• Demonstrated ability to learn and communicate complex and detailed information
• Analytical problem solver with the ability to think creatively
• General knowledge of new account opening, investments, client onboarding requirements and cash management
• Organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication
• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape

Nice To Haves

• Demonstrated operations experience within a wealth management institution
• Knowledge of Personal Trust, Custody, and Investment Management service offerings and account types
• Working knowledge of complex account types
• Demonstrated experience with a wide range of client situations and inquiries
• General knowledge of compliance rules and regulations within wealth management
• Proficiency with eMoney client portal and financial planning software
• Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
• Proficiency in Salesforce CRM software
• Smart, intellectual, and business savvy
• Driven to succeed; passionate
• Trustworthy
• Consistent high performer
• Adaptable and able to adjust to many different personalities
• Surrounded always by other high performers
• Very hard worker
• Resourceful; overcome obstacles
• Effective leader, even without authority
• Down-to-earth, well-grounded, self-aware, humble

Responsibilities

• Primarily focused on the daily oversight of high volume and/or high-risk tasks and responsibilities
• Senior mentor for other operations associates on the team; regularly provides guidance and feedback on operational best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects
• Serve as a secondary point of contact for internal clients
• Responsible for executing on day-to-day transactions for areas of direct responsibility in operations
• Ensure internal clients have a positive service experience that always exceeds their expectations
• Build and maintain internal relationships to drive continuous improvement of processes
• Leverage Private Wealth technologies to process transactions and deliver on responsibilities
• Understand overall business needs and help identify value-added services and client/associate experiences that Private Wealth can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and omissions
• Ensure adherence to corporate policy, operational policy, and regulatory guidance
• Other duties as assigned

Benefits

• UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.
• Benefit offerings and eligibility requirements vary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level